BY APPOINTMENT ONLY
Initial Consultation - Complimentary
We are willing to invest our time in the meeting provided you spend your time coming along prepared. To maximise the benefit you will receive, we ask you collate your personal financial information. Please contact us for a Fact Find document.
Upfront engagement: Comprehensive Retirement Plan min $3,300 inclusive GST.
On-going engagement: Charged according to assets under management, complexity and services required.